Nicolai Tangen Holdings Activity

AKO Capital Portfolio 13F

AKO Capital has disclosed a total of 28 changes to the portfolio in the latest (2026 Q1) SEC report(s): increased the number of shares of 7, bought 6 totally new, decreased the number of shares of 14 and completely sold out 1 position(s).

What stocks is Nicolai Tangen buying now?

In the recent quarter Nicolai Tangen has bought 13 securities out of which top 5 purchases (by % change to portfolio) are (SUNB) SUNBELT RENTALS HOLDINGS INC (new buy), (WMB) WILLIAMS COS INC (new buy), (ALC) ALCON INC (added shares +21.31%), (SYK) STRYKER CORP (new buy) and (APD) AIR PRODUCTS & CHEMICALS INC (new buy).

What does Nicolai Tangen invest in?

Nicolai Tangen's top 5 holdings (by % of portfolio) are (ALC) ALCON INC (13.62%), (AMZN) AMAZONCOM INC (7.06%), (V) VISA INC-CLASS A SHARES (7.02%), (ADI) ANALOG DEVICES INC (6.41%) and (RACE) FERRARI NV (6.08%).

In the latest report(s) the following changes have been made to the top investments: (ALC) ALCON INC (added shares +21.31%), (AMZN) AMAZONCOM INC (reduced shares -0.37%), (V) VISA INC-CLASS A SHARES (reduced shares -17.46%), (ADI) ANALOG DEVICES INC (reduced shares -17.51%) and (RACE) FERRARI NV (reduced shares -1.94%).

History
Ticker
Stock
%
Activity
Share
Change
% change to
Portfolio
Reported
Price*
% difference
Current Price
% of
Portfolio
2020 Q4 (26 results)
RMD
RESMED INC
buy
+356,305
+0.98%
$212.56
8.93% $193.57
0.00%
BKNG
BOOKING HOLDINGS INC
+155.30%
+166,904
+4.79%
$2,227.27
92.79% $160.64
7.88%
ALC
ALCON INC
+37.85%
+1,215,957
+1.04%
$66.37
0.39% $66.11
3.79%
TMO
THERMO FISHER SCIENTIFIC INC
+21.57%
+93,897
+0.56%
$465.78
3.49% $482.04
3.18%
EBAY
EBAY INC
+21.46%
+1,941,535
+1.26%
$50.25
111.76% $106.41
7.12%
ICE
INTERCONTINENTAL EXCHANGE IN
+18.33%
+269,933
+0.40%
$115.29
-
2.59%
GOOG
ALPHABET INC-CL C
+13.62%
+514,480
+0.58%
$87.59
303.36% $353.32
4.84%
V
VISA INC-CLASS A SHARES
+11.62%
+243,500
+0.69%
$218.73
47.65% $322.96
6.59%
NKE
NIKE INC -CL B
+7.53%
+177,791
+0.32%
$141.47
68.93% $43.96
4.63%
CLB
CORE LABORATORIES NV
+6.48%
+95,333
+0.03%
$26.51
49.38% $13.42
0.54%
ALLE
ALLEGION PLC
+5.86%
+118,140
+0.18%
$116.38
11.14% $129.35
3.20%
FICO
FAIR ISAAC CORP
+2.60%
+9,403
+0.06%
$511.04
138.76% $1,220.15
2.44%
OTIS
OTIS WORLDWIDE CORP
+2.60%
+118,199
+0.10%
$67.55
3.12% $69.66
4.06%
ZTS
ZOETIS INC
+2.59%
+40,129
+0.09%
$165.50
50.88% $81.29
3.39%
PG
PROCTER & GAMBLE CO/THE
+2.59%
+55,731
+0.10%
$139.14
7.12% $149.05
3.96%
MCO
MOODY'S CORP
+2.59%
+14,824
+0.06%
$290.24
55.28% $450.69
2.20%
ADBE
ADOBE INC
+2.58%
+11,574
+0.07%
$500.12
53.34% $233.38
2.97%
VRSK
VERISK ANALYTICS INC
+2.57%
+25,021
+0.07%
$207.59
11.78% $183.13
2.67%
LIN
LINDE PLC
-0.60%
-22,416
-0.08%
$261.62
94.62% $509.16
12.44%
EL
ESTEE LAUDER COMPANIES-CL A
-2.96%
-48,039
-0.16%
$266.19
67.92% $85.39
5.40%
MAR
MARRIOTT INTERNATIONAL -CL A
-9.14%
-195,721
-0.33%
$131.92
192.78% $386.23
3.31%
RACE
FERRARI NV
-19.46%
-351,634
-1.04%
$230.45
50.41% $346.61
4.32%
UAA
UNDER ARMOUR INC-CLASS A
-24.18%
-2,444,755
-0.54%
$17.17
66.80% $5.70
1.70%
CHKP
CHECK POINT SOFTWARE TECH
-25.76%
-490,378
-0.84%
$132.91
5.43% $125.69
0.00%
ANSS
ANSYS INC
-28.39%
-176,168
-0.83%
$363.80
-
2.08%
ABEV
AMBEV SA-ADR
-33.56%
-16,612,266
-0.66%
$3.06
-
1.30%
26 of 908

Shares, change to shares, sold shares - split-adjusted.

Reported price - this doesn't represent the actual buy or sell price.
It is the split-adjusted price of the security as of the last day of the reported period.

Value or Price - If the security is completely sold out, we show the reported value (or price) prior to the actual period.